According to Interface News, ByteDance's creative tools Jianying and CapCut have achieved over a hundred percent revenue growth in 2024, with total revenue approaching 10 billion yuan. At the same time, Jianying and CapCut's Global monthly active users have already exceeded 0.8 billion. In May of this year, Jianying launched the AI creation tool "Dream." Subsequently, the new models that ByteDance introduced in areas such as text-to-image and image-to-video were mostly first implemented in Dream.

An insider from ByteDance told Interface News that many people inside ByteDance are indeed very Bullish on Dream, saying, "In the long term, the value space of Dream could be ten times that of Jianying."

HTSC believes that ByteDance's new video models will be applied to content creation-related fields, including e-commerce marketing, animation Education, urban cultural tourism, micro-movies, and short dramas, which can significantly lower production barriers while maintaining high quality. Companies with core directors, creative talents, and IP resources are expected to benefit in the future. On the other hand, with advancements in technology and the growth of related talents, AI applications are expected to accelerate implementation, catalyzing the industry.

According to data from the financial news agency, among the relevant listed companies:

BlueFocus Intelligent Communications Group has established a close cooperative relationship with Toutiao in all aspects, including brand, effects, going abroad, and KOL operations. Douyin, as a short video business under Toutiao, is also an important cooperative media for the company.

Zhewen Interactive Group stated on the interactive platform that the company is a core agency of ByteDance, holding multiple agency qualifications such as a second-tier service provider for Douyin's massive advertising and a silver brand service provider for Douyin's e-commerce. In 2023, the cooperation scale between the company and ByteDance reached 5.46 billion yuan.